Anic Equity¶
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Total return since start: 0.558 %¶
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Equity now: -----------------------------> 47587.28 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46192.32 Kr¶
PnL: ---------------------------------------> -696.25 Kr¶
DD now: ---------------------------------> -2.144 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 14:45:38.916510'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.360000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.080000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| AcadeMedia | 12 | 0.100000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| Corem Property Group B | 59 | -1.860000 | 621.270000 | 44.270000 | 7.670000 | 576.999999 |
| MedCap | 2 | -1.290000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| HMS Networks | 2 | -1.340000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| Resurs Holding | 22 | 0.660000 | 607.640000 | 33.640000 | 5.860000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.320000 | 387.800000 | 32.800000 | 9.240000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Boozt | 12 | -0.640000 | 1677.600000 | 23.600000 | 1.430000 | 1653.999996 |
| Norva24 Group | 16 | -0.340000 | 562.880000 | 19.880000 | 3.660000 | 543.000000 |
| SAAB B | 8 | -0.190000 | 3396.800000 | 19.800000 | 0.590000 | 3377.000000 |
| Intrum | 4 | -0.370000 | 544.400000 | 17.400000 | 3.300000 | 527.000000 |
| Swedbank A | 3 | 2.030000 | 580.050000 | 16.050000 | 2.850000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | -0.630000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Securitas B | 6 | 0.680000 | 583.920000 | 13.920000 | 2.440000 | 570.000000 |
| OEM International B | 7 | -0.900000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.800000 | 542.400000 | 10.400000 | 1.950000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.100000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Handelsbanken A | 5 | 0.090000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Nordea Bank Abp | 29 | 0.220000 | 3451.580000 | -2.420000 | -0.070000 | 3453.999992 |
| Creaspac SPAC | 6 | -0.620000 | 573.000000 | -4.000000 | -0.690000 | 577.000002 |
| CTEK | 13 | -2.860000 | 521.300000 | -12.700000 | -2.380000 | 533.999999 |
| Midsona B | 63 | 0.110000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| Essity B | 2 | -1.670000 | 553.800000 | -20.200000 | -3.520000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.520000 | 560.500000 | -34.070000 | -5.730000 | 594.565215 |
| Essity A | 4 | -1.940000 | 1110.000000 | -39.000000 | -3.390000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.180000 | 3797.500000 | -52.500000 | -1.360000 | 3850.000000 |
| Vivesto | 1368 | 1.290000 | 558.690000 | -54.310000 | -8.860000 | 612.999432 |
| Axfood | 13 | -1.560000 | 3603.600000 | -152.400000 | -4.060000 | 3756.000001 |
| OX2 | 18 | -1.630000 | 1416.600000 | -247.400000 | -14.870000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.500000 | 3549.000000 | -262.000000 | -6.870000 | 3810.999990 |
| Ovzon | 52 | -2.860000 | 2828.800000 | -533.200000 | -15.860000 | 3361.999992 |
| TOTAL | 46192.320000 | -696.250000 | -2.14397% | 46888.564618 |
Updated:¶
'2023-01-24 14:45:51.334513'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
